Welcome to TruePoint Financial
Jeff Smith and Vaughn Nun are client focused and community minded. With over 50 years of combined experience they have maintained their commitment to the client every step of the way.
Entrenched in the community is also what defines these two. From serving multiple terms on the city council to President of Rotary to Chairman of the Derby Chamber of Commerce it is their belief that to make this community great we all must do our part. It is this values based approach that drives their commitment to advising clients and help them pursue their goals.
On the wall of their office simply reads. “Wisdom is knowing the right path to take – Integrity is taking it”. Words they live by every day.
Learn More The Morning Star Portfolio Approach
Utilizing Morningstar’s unmatched capabilities allow us to conduct in-depth portfolio analysis. With easy to read reports like the Portfolio Snapshot we can provide a detailed overview of a portfolio’s most important aspects, including asset allocation, investment style, sector weightings, and performance. Drilling down even furthers allows us to quantify the risk in the portfolio and better plan for changing environments. Call today to receive your free no obligation Morningstar Portfolio Review.
Learn MoreHelpful Content
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Your Social Security Roadmap
Help clients navigate their Social Security claiming decisions with our interactive roadmap.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
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Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
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Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.